Category: Newsletters

investors have been shifting in the AI sector from hyperscalers TO semiconductors TO memory.

In the last few days, the AI trade is barely alive….barely alive.

Narratives in the market tend to have inertia until evidence becomes overwhelming that they are incorrect, or a sudden catalyst forces a reorientation.

Narratives in the market tend to have inertia until evidence becomes overwhelming that they are incorrect, or a sudden catalyst forces a reorientation.

Narratives in the market tend to have inertia until evidence becomes overwhelming that they are incorrect, or a sudden catalyst forces a reorientation.